Moderate Balanced Strategy
Emphasis on both current income and future capital appreciation. Principal risk and fluctuation is expected and acceptable over the intended investment time horizon (at least 3 years). Portfolio will consist of a determined allocation among equities including private investment funds, fixed income, and cash with a primary emphasis on growth and a secondary emphasis on current income.
The Moderate Balanced Strategy is primarily designed to emphasize future capital appreciation and current income. Principal risk and volatility are expected and acceptable over the intended investment time horizon of at least 3 years. The Strategy seeks growth and current income through a determined allocation between equities, fixed income, real assets, alternative investments, and cash. When appropriate, tax-exempt bonds may be used to meet clients’ needs.
We take great care in being stewards of capital and providing our clients with investment management services to achieve their investment goals. Our process is driven by asset class valuations and focused on risk control, where “risk” is defined as a permanent loss of capital. We have an opportunistic and a contrarian investment philosophy, viewing “volatility” as an opportunity. Our disciplined, repeatable investment process seeks to achieve superior returns with below average risk.